Alex Wint is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining in April 2017, he has held the Senior Portfolio Advisor title, providing clients with advice and guidance to pursue their investment objectives through individual or combined Merrill and approved third-party investment managers' strategies, funds, or portfolios. He offers a comprehensive and accessible guide for planning, investing, lending, and banking, acknowledging that life often occurs outside of traditional business hours. Alex's client focus areas include Employee Benefits Planning, Executive Compensation, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, and Small Business Strategies. Throughout his career, he has earned several professional designations from the College for Financial Planning Institutes Corp, including the Chartered Retirement Planning Counselor™, Accredited Asset Management Specialist™, and Accredited Wealth Management Advisor™. He also holds the Personal Investment Advisor (PIA) designation. Alex was named to Forbes' "Best-in-State Wealth Management Teams" list from 2023 to 2026. Alex holds a Bachelor's Degree from Michigan State University and is a member of the Gamma Kappa Chapter of Delta Sigma Pi. His early work experience includes involvement at his family's funeral home and community roles such as with Clarkston SCAMP. He participates in community events like the Clarkston Relay for Life. Personal interests include billiards, fishing, and golfing.

Nicole Holmes is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies to help clients pursue their financial goals by integrating investment insights from Merrill and banking solutions from Bank of America. Nicole specializes in working with high net worth clients on estate, wealth, and tax planning, and manages discretionary portfolios through personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investments. Nicole holds a Bachelor's Degree from the University of Michigan and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor™ (CRPC). She has participated in the Barron's Top Women Advisors Summit since 2016 and is a member of the National Association of Women Business Owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Outside of her professional work, Nicole enjoys cooking, music, running marathons, and traveling. She competes in triathlons and plays the cello. Nicole is a Founding Member of 100 Businesses Who Care and serves as an Advisory Board Member of the Fallen and Wounded Soldiers Fund.

Nosida Alinj is a financial advisor at Merrill with 9 years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Suzanne Kuska is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1995. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Dominic Oddo is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. His career includes roles at Greystone Golf Club and Banquet Center, Walsh College, and Macomb Community College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Nicola Guerra is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2009. Guerra also serves as a power of attorney in a fiduciary capacity outside of his advisory role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Stacy Geiersbach is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal and third-party management teams with strategic asset allocation and tax-aware investment options.

Jennifer Mains is a Wealth Management Advisor with Merrill Lynch Wealth Management, part of The Briggs Group based in the Bloomfield Hills Merrill office. She joined Merrill in 1995 and has been a financial advisor since 2002. Jennifer focuses on developing strategies for high-net-worth individuals, their families, and their businesses to help them meet their short- and long-term financial goals. Her approach is consultative and objective, emphasizing listening to clients, reviewing their financial situations, and offering recommendations that align with their income, growth expectations, time horizon, risk tolerance, and liquidity needs. She also conducts regular reviews to track progress and adjust strategies as clients' circumstances change, leveraging resources including estate, trust, and wealth management lending specialists to connect all aspects of clients' financial lives. Jennifer holds a B.S. in Public Resources Management from Michigan State University, earned in 1993. She is a CERTIFIED FINANCIAL PLANNER® certificant since March 2022 and holds the Chartered Retirement Planning Counselor™ designation. Jennifer has Series 7 and Series 66 FINRA registrations and licenses in Accident, Life & Health Insurance. She is also a Personal Investment Advisor. Jennifer values connecting with the communities she serves and participates in volunteering activities. She is an active member of the Detroit Athletic Club. She and her husband, Bill, reside in Waterford, Michigan, with their two children. Her personal interests include boating, cooking, spending time with her family, and watching movies.

Melissa Carlson is a Series 66 credentialed advisor at Merrill with 18 years of industry experience. She has been with Merrill Lynch since 2000, serving in her current role since 2008 in Bloomfield Hills, MI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tammi Bakos is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 63 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rennia Dombrowski serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their unique financial stories and help them pursue their goals through personalized wealth management strategies. Rennia emphasizes a consultative approach focused on simplifying financial well-being and providing clear guidance to support informed decision-making. Her expertise includes family wealth management, legacy planning, education planning, retirement income strategies, and tax minimization. Rennia has developed her professional skills growing up in the financial services industry and benefiting from close mentorship within a multigenerational advisory team. This background enables her to address the complexities of managing wealth across multiple generations and coordinate advice with clients’ other trusted professionals when appropriate. Rennia holds the Accredited Wealth Management Advisor (AWMA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) designations. She earned her bachelor’s degree from the University of Florida, where she was a member of Kappa Kappa Gamma. She supports community efforts through involvement with Baby Basics of Collier County and the Leadership Collier Foundation. Rennia enjoys dancing, reading, running, and spending time with her family.

George Sovinsky is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America and has served as a police officer for the City of Lathrup Village since 2012. Outside of his advisory role, he operates a sole proprietorship providing occasional home theater installation and computer repair services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Pursel is a Private Wealth Advisor and partner at Locniskar Pursel Biddinger Nienberg Rochow Private Wealth Management, a multi-generational legacy team dedicated to helping client families manage the complexities of significant wealth. His role involves providing customized advice and guidance aimed at nurturing each family's long-term legacy through continuity and connectivity across life stages and priorities. Tom's expertise includes divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, portfolio management services, tax minimization, and retirement income. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his qualifications in guiding clients through complex financial decisions. He holds a bachelor's degree from the University of Michigan. In addition to his professional work, Tom is actively involved in his community. He has served as Past President of the Detroit Golf Club and former Chairman of its Membership Committee. He is a former board member of First Tee of Michigan, a youth outreach program that promotes character, values, and education through golf. Tom currently serves on the Michigan board of the American Cancer Society. He lives in Bingham Farms, Michigan, with his wife, Val, and they have four children.

Susan Reck is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. In her role, she works with successful individuals, families, business owners, and non-profits to develop personalized financial strategies that address their full financial picture. Susan manages client portfolios on a discretionary basis, incorporating a range of investment options such as individual stocks and bonds, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives. With extensive experience since joining Merrill in 1972, Susan’s expertise spans wealth preservation, retirement planning, estate transfer strategies, tax minimization, and philanthropic planning. She emphasizes a disciplined, long-term investment approach tailored to each client’s risk tolerance and goals. Her client focus areas include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, and corporate investment strategies. Susan holds a Bachelor’s Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. She describes herself as thoughtful, thorough, and patient when working with clients. Outside of her professional activities, Susan enjoys golfing, reading, tennis, traveling, and watching movies.

Hannah Lange is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Her prior experience includes roles at the Richard DeVos Graduate School, Gavin & Associates–Raymond James, and Northwood University. Outside of finance, she worked briefly at StreamSide Restaurant. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Moore is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Andoni is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Comer & Cross Concrete Coatings, Z Modular/Zekelman Industries, and various other companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Girdler is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 40 years of experience in managing client portfolios. He serves as a senior partner in the TTGBE Group, providing clients with proven, personalized strategies that incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His client focus areas include individual and corporate investment strategy, tax minimization, and retirement income planning. Mr. Girdler holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation and graduated from the University of Michigan School of Business in 1982 with a concentration in accounting. Prior to joining Merrill Lynch, he was a CPA with Plante Moran in Southfield, Michigan. He is an active member of the Detroit Athletic Club and Bloomfield Hills Country Club. A lifelong resident of Metro Detroit, he resides in Birmingham with his wife, Julia. Outside of his professional work, Mr. Girdler is involved with the Kirk Gibson Foundation for Parkinson's and RacquetUp Detroit. His personal interests include golfing, reading, and spending time with his family.

Abraham Post Sr. is a Wealth Management Advisor and Managing Director at Post & Associates with Merrill Lynch Wealth Management. He began his financial services career at Merrill in 1992 and has since accumulated over 30 years of experience. Abe specializes in investment planning and offers strategies to individuals, families, and businesses, including guidance on company-sponsored retirement plans. His areas of expertise include divorce transition planning, family wealth management strategies, legacy and personal retirement planning, portfolio management services, and both individual and corporate investment strategies. He holds a Bachelor's degree in Finance with an emphasis on Market and Investment Analysis from Wayne State University in Detroit. Abe has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, Abe is a member of St. Nicholas Greek Orthodox Church and serves as treasurer on the Harbor View Ridge Board in Bay Harbor, Michigan. Residing in Troy, Michigan, Abe lives with his wife, Tracy, their two children, Katarina and Nik, and their dog, Zoe. Outside of his professional work, he enjoys boating, cooking, golfing, running, traveling, and spending time with his family.

John Rochow is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. Based in Birmingham, Michigan, he partners with ultra-high net worth clients across the United States to provide financial guidance and strategies designed to manage and streamline complex wealth situations. John is a member of the Locniskar Pursel Biddinger Nienberg Rochow Group at Merrill. Since joining the firm in 2009, John has specialized in advising high-net-worth entrepreneurs, families, business owners, and corporate executives, particularly those experiencing significant liquidity events such as company sales, IPOs, or large contracts in sports and entertainment. His approach focuses on listening, guiding, and delivering thoughtful and creative financial strategies to empower clients and their families in making informed financial decisions. His services encompass investment consulting, wealth management, concentrated stock strategies, investment banking services, as well as philanthropic, trust, and estate planning. John graduated from the Stephen M. Ross School of Business at the University of Michigan. He holds several industry designations, including Certified Private Wealth Advisor® (CPWA®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). He has been recognized by Forbes and Barron's in various listings of top wealth advisors and teams. Outside of his professional work, John has been involved in community and philanthropic boards, including the Birmingham Detroit Country Day School Alumni Club, the Detroit Institute of Arts Founders Junior Council, and the University of Michigan Ross School of Business Alumni Club. His personal interests include boating, golfing, and skiing.